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Reports

The answer to a question nobody programmed for you.

Build a report in a wizard over any data in core3: sources and their relations, columns, filters, grouping, totals and nested rows. The database does the maths, and every viewer sees only the rows they're allowed to.

live

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The Hours by project report in core3: hours worked, payroll cost and average rate per project.The Hours by project report in core3: hours worked, payroll cost and average rate per project.
A real core3 screen with demo data of the fictional Slovak company Preciz SK s.r.o.

Worth a closer look

A step-by-step wizard

Pick a source and related records, columns, filters with parameters at run time, grouping and totals. The preview is immediate and the calculations run in the database.

Hours by projectdraft
  1. ✓Data sources
  2. ✓Columns
  3. ✓Filters
  4. 4Grouping
  5. 5Preview

Then the summary and nested rows.

One report, everyone sees their own

A published report runs with the rights of whoever opens it. A team lead sees their team, the finance manager the whole company, and nobody has to maintain two versions.

Hours by projectlead, CNC team A
ProjectHours
ZF, bearing bushing412
Kovotech cooperation96

Other teams' rows never reach the result.

Grouping, totals and nested rows

A hierarchy of groups with subtotals, summary tiles and each record's items underneath it. A rule highlights, for example, tasks over 40 hours.

Tasks by status
  • In progress212 h
  • October126 h
  • November86 h
  • Done354 h
  • Drawing review 204146 h

Total 566 h

Versions, sharing and audit

You edit the draft together, the owner publishes it, and an older version can be republished. Every run and export is recorded in the audit. Exports to CSV, Excel and PDF run in the background.

Report versions
  • PublishedLucia Bartošová, 20 Oct
  • Costs column added14 Oct
  • First version2 Oct

AI in Reports

When AI is switched on.

All about AI in core3
  • Reports on request: the assistant builds, runs and prepares the export(live)
  • Charts in the assistant's answers(live)

Permissions in this module

A report never shows more than the person running it may see. That goes for fields too: a masked salary stays masked in a report.

How permissions work

Everything the module does

No embellishment. Each feature says whether it runs straight away, whether an admin switches it on, or what else it needs.

  • live
  • switched on by an admin
  • needs another module or service

Building

  • Wizard over any record type(live)
  • Related records through relations, up to four levels deep(live)
  • Filters with and/or groups and run-time parameters(live)
  • Counts, sums, averages, minimums and maximums(live)
  • Column conversions, formats and highlighting(live)
  • Total row and up to six tiles(live)

Sharing

  • Draft, publish and roll back to an older version(live)
  • Share with roles as viewer or contributor(live)
  • Runs with the viewer's rights(live)
  • Audit of runs and exports(live)

Output

  • Export to CSV, Excel and PDF in the background(live)up to 10,000 rows, adjustable
  • Up to 1,000 rows on screen(live)

Related

ProjectsThree project types: a task list, Scrum with sprints and waterfall with phases. Time spent and purchase orders on the project.FinanceCost centres with P&L, invoices and transactions.CRMCompanies, contacts, deals in a pipeline and activities. With Microsoft 365, meetings in Outlook too.

Try core3 at your own address.

Set up a test environment for your company, such as yourcompany.core3.digital, and explore the modules from the inside.

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